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Northern Lts Fd Tr Iv shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of Northern Lts Fd Tr Iv (GLRY) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co investment in Northern Lts Fd Tr Iv

Tip: Access up to 7 years of quarterly data

All positions including Northern Lts Fd Tr Iv held by Summit Wealth Group Llc / Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Northern Lts Fd Tr Iv by Summit Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2025-12-31 $353k 9.8k 35.82
2025-06-30 $289k 8.8k 32.97

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View all positions for Summit Wealth Group Llc / Co

Top funds holding Northern Lts Fd Tr Iv

Ambassador Advisors
Creative Financial Designs
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LPL Financial
CWM
Jones Financial Companies, L.L
PFG Advisors
Harbour Investments
AE Wealth Management
Nations Financial Group
Gts Securities
ValMark Advisers
Advisor Group Holdings
Jane Street

View all funds holding Northern Lts Fd Tr Iv